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August 4, 2025
Illustration showing two health marketplace enrollees react in surprise to sticker shock of health plans. Health-marketplace-enrollees-in-for-sticker-shock-for-2026.

Health marketplace enrollees in for ‘big brutal increases,’ sticker shock for 2026

“The forecast is clear; Americans will face big brutal health care increases this summer on individual marketplace,” said Anthony Wright, executive director of Families USA, during a news conference.

August 1, 2025
Image shows the Genworth logo
Genworth executives touted the 2025 growth in its CareScout segment.

Genworth boosts Q2 picture with expected $750M windfall from UK lawsuit

Genworth Financial enjoyed fortunate timing with a potential $750 million lawsuit windfall coming just days before it reported second-quarter earnings.

August 1, 2025

Communication: The difference between good and great agents

Excellent communication requires crafting an experience built on clarity, trust and a genuine human connection.

August 1, 2025
Image shows the Prudential logo
During Q2, Prudential launched the integration of PGIM's multi-manager model into a single unified asset management business.

Prudential Q2 profits rise as new CEO champions strategic overhaul

Prudential Financial is evolving under new CEO Andy Sullivan and saw second-quarter profits rise as new plans took shape.

July 31, 2025
Image shows the CVS logo
CVS reported a strong second-quarter increase in revenues.

CVS Health grows revenue 8.4% as Aetna streamlines amid rising healthcare costs

While competitors continue to struggle with spiraling healthcare costs, Aetna and CVS are celebrating an 8.4% increase in second-quarter revenues.

July 31, 2025
Lincoln Financial earnings.

Lincoln Financial posts $688M Q2 profit, highlights strategic shift, Bain Capital deal

Lincoln Financial reported strong second-quarter 2025 results that the company said reflects an increasingly diversified earnings mix.

July 31, 2025
Illustration of a signpost with "Retirement 401k with lifetime income" written on it. Workers-want-employers-to-offer-lifetime-income-options-in-401k-plans.

Worker interest rises for employer lifetime-income options in 401(k) plans

A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.

July 31, 2025

Catch hidden gaps that cost you clients

Lost business doesn’t always come from dramatic service failures.

July 31, 2025
Image of a bright sunrise over a business district in a large city. Life-insurance-annuity-forecast-is-bright-Conning-says.

Bright outlook for agents as life, annuity sales set to climb, Conning reports

The economic forecast is for continued growth in life/annuity and property/casualty insurance premium, two Conning analysts said during a recent webinar.

July 30, 2025
Image shows money in the deep background.
The Federal Reserve is leaving interest rates unchanged.

A split Fed leaves rates unchanged despite renewed pressure from Trump

Governors Christopher Waller and Michelle Bowman dissented, advocating for a 25-basis-point interest rate cut.

July 30, 2025
Image shows a gavel and money in the background.
A public hearing is scheduled for a proposal to alter the moratorium terms on PHL Variable policies.

Judge sets public hearing on PHL Variable moratorium changes

Judge Daniel J. Klau approved a schedule Tuesday for public comment and a hearing on the modification of a moratorium on access to PHL Variable benefits.

July 30, 2025
Image shows a beautiful house.
Why is housing wealth left out of many retirement planning conversations?

Housing wealth isn’t waiting for a seat at the retirement planning table

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.

July 30, 2025

Annuitization or income riders? Help clients make the right decision

Steady, predictable income is often what drives financial decision making for some retirees – but not all.

July 30, 2025
Gen Z member looks up at a rainbow with a smile on her face. Optimism is key to retirement readiness, report finds.
Optimism is key to retirement readiness, report finds.

For Gen Z, optimism is key to retirement readiness, report finds

Optimism might be the real key to retirement readiness, especially for Generation Z.

Deals for insurance firms dip 8% in first half, OPTIS Partners reports

July 29, 2025

There were 319 announced insurance agency mergers and acquisitions in the first half of 2025, down 8% from 345 in…

July 29, 2025
Image shows the UnitedHealth Group logo
UnitedHealth executives assured investors that the insurer is turning things around.

Amid ‘intensifying’ cost of care, UnitedHealth plans to exit markets

UnitedHealth Group is evaluating all of its operations, CEO Stephen Hemsley said, and exiting markets where rising medical costs threaten profits.

July 29, 2025
Images says, "Q2 record breaking annuity sales."
Annuity sales shot back up during the second quarter.

Annuity sales flip back to record-breaking mode in the second quarter

After taking a quarter to regroup, annuity sales soared to a new quarterly record during Q2, LIMRA reported.

July 29, 2025
Investor looks uncertain as the American flag and up and down economic charts appear in the background. Uncertain-economy-leaves-Americans-insecure-about-financial-planning.

Uncertain economy leaves Americans insecure about financial planning

Americans are becoming more careful – and insecure – about their financial planning as the economy seems to become less stable.

July 28, 2025

Mild GDP slowdown predicted for second half of 2025

A mild slowdown in economic growth, a pullback in consumer spending and uncertainty over the impact of tariffs will impact the U.S. economy in the second half of 2025.

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